Home
Jobs
Companies
Resume

Investment Specialist

5 - 8 years

6 - 8 Lacs

Ahmedabad, Chennai, Surat

Posted:3 weeks ago| Platform: Naukri logo

AI Match Score
Apply Now

Skills Required

Wealth Management Mutual Funds Corporate FD Portfolio Management Services Insurance Equity Advisory PMS Investments products AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation / reactivation / retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. BFM / MCOM / MBA Finance or equivalent , with NISM 5A & 8 certification Location : Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra

More Jobs at QuickTurtle

Investment Specialist

Chennai, Ahmedabad, Surat

5 - 8 yrs
|

INR 6 - 8 Lacs

VP/ AVP/ Manager , PCG (Pvt. Client Group) Advisory

Chennai, Ahmedabad, Surat

5 - 10 yrs
|

INR 8 - 15 Lacs

Relationship Managers Acquisition- Demat cum Trading Accounts

Mumbai, Ahmedabad, Surat

2 - 3 yrs
|

INR 4 - 6 Lacs

Relationship Managers Acquisition- Demat cum Trading Accounts

Mumbai, Ahmedabad, Surat

2 - 3 yrs
|

INR 4 - 6 Lacs

Wealth Manager

Navi Mumbai, Mumbai, Thane

5 - 8 yrs
|

INR 8 - 10 Lacs

Mock Interview

Boost Confidence & Sharpen Skills

Start Wealth Management Interview Now
QuickTurtle
www.quickturtle.in

Education Administration Programs

Austin

2-10 Employees

186 Jobs

    Key People

  • John Doe

    CEO

  • Jane Smith

    CTO

RecommendedJobs for You

Investment Specialist

 QuickTurtle

Ahmedabad, Chennai, Surat

Investment Specialist

 Vivriti Asset Management

Ahmedabad, Gujarat, India

Investment Specialist

 Kotak Mahindra Bank

Hyderabad

Investment Specialist

 Assetplus

Chennai

Investment Specialist

 AssetPlus Technologies

Chennai

Investment Specialist

 Money Honey Financial Services Pvt Ltd

Mumbai Metropolitan Region

Investment Specialist

 Skillventory

Noida, Gurugram, Delhi / NCR

Investment Specialist

 Skillventory

Gurugram, Delhi / NCR, Mumbai (All Areas)

Investment Specialist

 Yes Bank

Delhi NCR, Hyderabad, Mumbai (All Areas)

Investment Specialist

 AVE-Promagne Business Solutions

Hyderabad